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Don’t Get Dinged by Taxes when Making a Move
October 20, 2014 at 19:00 PM EDT
In my last post, I talked about how some investors use fixed income exchange traded funds (ETFs) as an investment bridge – a place to put money when moving between managers or making other portfolio changes. Two of the main reasons we see ETFs used in this way are index tracking and liquidity. But there’s another big factor, one that’s especially relevant this time of year: taxes. I talked to one of our experts, BlackRock Managing Director Rob Nestor*, about why taxes are a major consideration when making a move. Q: Rob, I’ve heard you speak to the “total cost of ownership” when it comes to investing. Most people think of buying a car when they hear this phrase, so how does it apply to a portfolio? A: When you’re shopping for a car you don’t just look at the sticker price, you also have to consider the maintenance fees, […] Click here to read the original article on ETFdb.com. Related Posts: No Related Posts
In my last post, I talked about how some investors use fixed income exchange traded funds (ETFs) as an investment bridge – a place to put money when moving between managers or making other portfolio changes. Two of the main reasons we see ETFs used in this way are index tracking and liquidity. But there’s another big factor, one that’s especially relevant this time of year: taxes. I talked to one of our experts, BlackRock Managing Director Rob Nestor*, about why taxes are a major consideration when making a move. Q: Rob, I’ve heard you speak to the “total cost of ownership” when it comes to investing. Most people think of buying a car when they hear this phrase, so how does it apply to a portfolio? A: When you’re shopping for a car you don’t just look at the sticker price, you also have to consider the maintenance fees, […]
